May Hill Capital

Latest statistics and disclosures from May Hill Capital's latest quarterly 13F-HR filing:

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Positions held by May Hill Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for May Hill Capital

May Hill Capital holds 223 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.9 $59M +6% 91k 653.21
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Ishares Tr Rus 1000 Etf (IWB) 7.5 $30M 84k 356.56
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Keysight Technologies (KEYS) 3.9 $15M 55k 282.37
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Ishares Core Msci Emkt (IEMG) 3.1 $12M +3% 176k 69.75
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Ishares Tr S&p 500 Val Etf (IVE) 2.9 $11M -2% 54k 211.15
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Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $11M +2% 168k 67.53
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Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $11M +16% 98k 113.11
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Ishares Tr Core Msci Eafe (IEFA) 2.5 $9.9M +81% 109k 90.53
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Blackrock Etf Trust Ishares Us Equit (DYNF) 2.4 $9.8M -16% 168k 58.18
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Ishares Tr National Mun Etf (MUB) 2.3 $9.3M +23% 87k 106.15
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Ishares Tr Core S&p Scp Etf (IJR) 2.2 $8.9M +4% 72k 124.31
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NVIDIA Corporation (NVDA) 1.9 $7.5M +9% 43k 174.40
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Apple (AAPL) 1.9 $7.5M +8% 29k 253.79
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Blackrock Etf Trust Ii Ishares Total Re (BRTR) 1.7 $6.8M +21% 135k 50.19
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Vanguard Index Fds Small Cp Etf (VB) 1.4 $5.8M -5% 22k 261.92
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Vanguard Index Fds Mid Cap Etf (VO) 1.3 $5.4M -5% 19k 287.18
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Microsoft Corporation (MSFT) 1.3 $5.2M 14k 370.17
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Global X Fds Defense Tech Etf (SHLD) 1.0 $3.9M +129% 55k 70.84
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Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $3.9M +15% 12k 320.80
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Amazon (AMZN) 1.0 $3.9M +11% 19k 208.27
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Blackrock Etf Trust Ishares Us Thema (THRO) 0.9 $3.5M +13% 97k 36.22
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Ishares Tr Long Term Muni (LMUB) 0.9 $3.4M NEW 69k 49.93
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.1M 5.3k 597.52
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Meta Platforms Cl A (META) 0.8 $3.1M 5.5k 572.15
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $3.0M 21k 142.43
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.9M +5% 9.9k 287.55
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $2.8M 43k 64.08
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Alphabet Cap Stk Cl C (GOOG) 0.7 $2.7M +6% 9.4k 286.86
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.5M +4% 50k 49.89
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Ishares Tr U.s. Tech Etf (IYW) 0.6 $2.5M +43% 14k 181.42
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Broadcom (AVGO) 0.6 $2.5M +5% 8.0k 309.51
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Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $2.4M +11% 74k 32.95
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $2.4M -3% 24k 100.72
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.6 $2.3M -4% 6.9k 337.96
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Boston Scientific Corporation (BSX) 0.6 $2.3M 37k 62.75
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Vanguard Index Fds Growth Etf (VUG) 0.6 $2.2M 5.1k 436.77
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $2.2M -6% 70k 30.96
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Ishares Tr Mbs Etf (MBB) 0.5 $2.1M +20% 22k 94.95
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $2.1M -4% 10k 205.80
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.1M +38% 4.4k 479.20
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JPMorgan Chase & Co. (JPM) 0.5 $2.1M +22% 7.1k 294.15
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Boeing Company (BA) 0.5 $2.1M NEW 10k 199.03
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Ishares Tr Core Intl Aggr (IAGG) 0.5 $2.0M +21% 40k 50.04
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.0M 18k 106.50
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.9M 2.9k 650.44
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.8M 74k 24.75
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.7M 31k 54.05
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.6M -3% 6.3k 248.01
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Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $1.5M +8% 1.1k 1320.85
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Shell Spon Ads (SHEL) 0.4 $1.5M +16% 16k 93.00
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Vanguard Index Fds Value Etf (VTV) 0.4 $1.5M 7.5k 196.21
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.5M +19% 15k 99.27
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Netflix (NFLX) 0.4 $1.4M +5% 15k 96.15
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Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $1.4M 31k 46.91
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Novartis Sponsored Adr (NVS) 0.3 $1.4M +18% 9.0k 152.75
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Eli Lilly & Co. (LLY) 0.3 $1.4M -6% 1.5k 919.55
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Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $1.4M NEW 60k 22.91
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Tesla Motors (TSLA) 0.3 $1.3M -3% 3.5k 371.75
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Wal-Mart Stores (WMT) 0.3 $1.3M +10% 11k 124.28
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TTM Technologies (TTMI) 0.3 $1.3M -16% 13k 97.42
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Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.3M +34% 10k 125.46
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Exxon Mobil Corporation (XOM) 0.3 $1.3M +17% 7.6k 169.67
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $1.3M +27% 25k 51.93
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Hologic 0.3 $1.3M 17k 75.59
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Haemonetics Corporation (HAE) 0.3 $1.3M 22k 56.36
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Johnson & Johnson (JNJ) 0.3 $1.3M +44% 5.1k 244.44
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Ishares Gold Tr Ishares New (IAU) 0.3 $1.2M -54% 14k 88.16
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Costco Wholesale Corporation (COST) 0.3 $1.1M +21% 1.2k 996.49
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Lam Research Corp Com New (LRCX) 0.3 $1.1M -15% 5.3k 213.66
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Vanguard World Inf Tech Etf (VGT) 0.3 $1.0M +2% 1.5k 697.72
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Goldman Sachs (GS) 0.3 $1.0M 1.2k 845.99
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HSBC HLDGS Spon Adr New (HSBC) 0.3 $1.0M +5% 12k 82.49
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Sap Se Spon Adr (SAP) 0.3 $997k +73% 5.8k 171.21
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $972k 21k 46.74
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Visa Com Cl A (V) 0.2 $963k +6% 3.2k 302.25
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Merck & Co (MRK) 0.2 $879k +35% 7.3k 120.29
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Coreweave Com Cl A (CRWV) 0.2 $859k 11k 77.47
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Abbvie (ABBV) 0.2 $833k +15% 3.8k 217.49
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Vanguard World Esg Us Stk Etf (ESGV) 0.2 $821k -12% 7.3k 112.27
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $818k NEW 24k 33.97
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Raytheon Technologies Corp (RTX) 0.2 $810k +35% 4.2k 192.90
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General Motors Company (GM) 0.2 $789k 11k 74.50
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Mastercard Incorporated Cl A (MA) 0.2 $785k 1.6k 499.67
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $727k -17% 8.0k 90.94
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Eaton Corp SHS (ETN) 0.2 $701k +89% 2.0k 357.59
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Citigroup Com New (C) 0.2 $692k +5% 6.1k 113.40
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Caterpillar (CAT) 0.2 $685k +6% 967.00 708.46
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Cisco Systems (CSCO) 0.2 $678k +8% 8.7k 77.59
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British Amern Tob Sponsored Adr (BTI) 0.2 $664k +10% 11k 58.47
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Sony Group Corp Sponsored Adr (SONY) 0.2 $650k +41% 31k 20.70
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Ge Aerospace Com New (GE) 0.2 $650k +17% 2.3k 283.77
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Morgan Stanley Com New (MS) 0.2 $639k +13% 3.9k 164.58
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Bhp Billiton Sponsored Ads (BHP) 0.2 $609k +16% 8.4k 72.74
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Bank of America Corporation (BAC) 0.2 $607k +3% 13k 48.75
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Philip Morris International (PM) 0.1 $594k +4% 3.6k 165.34
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Coca-Cola Company (KO) 0.1 $582k +21% 7.7k 76.05
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Chubb (CB) 0.1 $577k +25% 1.8k 325.93
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Palantir Technologies Cl A (PLTR) 0.1 $573k +11% 3.9k 146.28
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Rio Tinto Sponsored Adr (RIO) 0.1 $557k +13% 6.0k 93.29
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $550k -7% 7.0k 78.41
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GSK Sponsored Adr (GSK) 0.1 $549k +21% 9.9k 55.19
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $539k 1.4k 383.40
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American Express Company (AXP) 0.1 $538k +35% 1.8k 302.48
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Ge Vernova (GEV) 0.1 $533k +11% 610.00 872.90
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Astrazeneca Ord (AZN) 0.1 $532k -77% 2.7k 197.22
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Booking Holdings (BKNG) 0.1 $531k +7% 126.00 4210.32
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $529k 1.4k 370.69
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Pdd Holdings Sponsored Ads (PDD) 0.1 $527k +42% 5.2k 102.18
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Home Depot (HD) 0.1 $525k 1.6k 328.85
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Toyota Motor Corp Ads (TM) 0.1 $515k 2.5k 206.09
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Vornado Rlty Tr Sh Ben Int (VNO) 0.1 $511k +6% 20k 25.99
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Lloyds Banking Group Sponsored Adr (LYG) 0.1 $507k +9% 101k 5.03
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Cummins (CMI) 0.1 $500k NEW 930.00 538.02
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Lowe's Companies (LOW) 0.1 $499k -12% 2.1k 236.28
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Linde SHS (LIN) 0.1 $496k +55% 1.0k 495.76
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $486k NEW 11k 45.12
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $482k NEW 12k 38.86
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ConocoPhillips (COP) 0.1 $481k +14% 3.6k 131.99
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Micron Technology (MU) 0.1 $478k +50% 1.4k 337.93
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salesforce (CRM) 0.1 $466k +86% 2.5k 186.67
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Belden (BDC) 0.1 $452k 3.9k 114.83
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Equinor Asa Sponsored Adr (EQNR) 0.1 $451k NEW 11k 42.20
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Emerson Electric (EMR) 0.1 $446k +7% 3.4k 131.02
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Oracle Corporation (ORCL) 0.1 $445k 3.0k 147.11
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BP Sponsored Adr (BP) 0.1 $434k +22% 9.2k 47.00
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Urban Edge Pptys (UE) 0.1 $430k -6% 22k 19.98
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Applied Materials (AMAT) 0.1 $430k +21% 1.3k 341.79
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Legg Mason Etf Invt Clearbridge Lrg (LRGE) 0.1 $425k -6% 5.7k 75.20
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Motorola Solutions Com New (MSI) 0.1 $425k -12% 978.00 434.01
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Duke Energy Corp Com New (DUK) 0.1 $416k +9% 3.2k 130.93
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Alexander's (ALX) 0.1 $415k -28% 1.8k 236.20
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TJX Companies (TJX) 0.1 $403k +14% 2.5k 159.70
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Corning Incorporated (GLW) 0.1 $402k NEW 3.0k 135.97
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International Business Machines (IBM) 0.1 $401k +19% 1.7k 242.34
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Procter & Gamble Company (PG) 0.1 $400k +95% 2.8k 144.45
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Blackrock (BLK) 0.1 $398k +31% 414.00 961.71
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Amgen (AMGN) 0.1 $394k +21% 1.1k 351.97
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National Grid Sponsored Adr Ne (NGG) 0.1 $391k +18% 4.6k 84.60
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McDonald's Corporation (MCD) 0.1 $389k +3% 1.3k 310.79
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Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $387k 3.2k 121.19
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CSX Corporation (CSX) 0.1 $387k NEW 9.4k 41.05
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Ishares Tr Core Msci Total (IXUS) 0.1 $387k 4.5k 86.64
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $387k NEW 4.8k 80.61
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UnitedHealth (UNH) 0.1 $383k +49% 1.4k 270.59
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Totalenergies Se Act (TTE) 0.1 $382k -13% 4.2k 90.98
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Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $381k -60% 7.9k 47.98
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $380k +34% 11k 33.77
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Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $380k 22k 16.97
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Banco Santander Sa Adr (SAN) 0.1 $375k +20% 33k 11.28
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Royal Caribbean Cruises (RCL) 0.1 $372k +3% 1.4k 275.18
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Advanced Micro Devices (AMD) 0.1 $371k +14% 1.8k 203.43
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Wells Fargo & Company (WFC) 0.1 $362k +26% 4.5k 79.61
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Northrop Grumman Corporation (NOC) 0.1 $360k +2% 527.00 682.26
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $358k 7.7k 46.74
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Agnico (AEM) 0.1 $357k -31% 1.8k 202.98
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Netease Sponsored Ads (NTES) 0.1 $354k +10% 3.2k 111.94
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Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.1 $354k +31% 5.1k 69.37
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Southern Company (SO) 0.1 $347k +7% 3.6k 96.53
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Jd.com Spon Ads Cl A (JD) 0.1 $346k NEW 12k 29.57
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Chevron Corporation (CVX) 0.1 $346k NEW 1.7k 206.87
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Unilever Spon Adr New (UL) 0.1 $344k -37% 6.0k 56.97
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Pfizer (PFE) 0.1 $342k +32% 12k 28.08
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $342k NEW 4.4k 77.11
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Gilead Sciences (GILD) 0.1 $339k +6% 2.4k 139.37
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Welltower Inc Com reit (WELL) 0.1 $333k +7% 1.7k 197.71
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Nextera Energy (NEE) 0.1 $321k NEW 3.5k 92.88
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Pepsi (PEP) 0.1 $317k +2% 2.0k 155.31
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American Electric Power Company (AEP) 0.1 $309k 2.4k 131.06
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Group 1 Automotive (GPI) 0.1 $308k 931.00 330.63
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Select Sector Spdr Tr State Street Com (XLC) 0.1 $307k 2.8k 110.86
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Colgate-Palmolive Company (CL) 0.1 $305k NEW 3.6k 85.23
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Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.1 $305k +109% 36k 8.38
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America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $300k +20% 12k 25.48
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S&p Global (SPGI) 0.1 $296k +3% 695.00 425.39
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Howmet Aerospace (HWM) 0.1 $293k +7% 1.3k 230.46
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Marriott Intl Cl A (MAR) 0.1 $292k NEW 892.00 327.07
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Select Sector Spdr Tr State Street Con (XLY) 0.1 $289k 2.6k 108.98
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Deere & Company (DE) 0.1 $288k +5% 512.00 563.30
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Capital One Financial (COF) 0.1 $277k -4% 1.5k 182.37
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $272k -4% 2.3k 118.62
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Vale S A Sponsored Ads (VALE) 0.1 $270k +11% 17k 15.91
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Western Digital (WDC) 0.1 $265k NEW 979.00 270.49
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Baker Hughes Company Cl A (BKR) 0.1 $264k NEW 4.3k 61.05
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Intel Corporation (INTC) 0.1 $263k NEW 6.0k 44.13
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $261k 5.2k 49.95
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $255k -14% 571.00 446.54
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Ishares Tr Esg Optimized (SUSA) 0.1 $253k 1.9k 132.10
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $253k NEW 14k 18.52
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Ase Technology Hldg Sponsored Ads (ASX) 0.1 $252k NEW 12k 21.68
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Waste Management (WM) 0.1 $252k NEW 1.1k 229.79
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Monolithic Power Systems (MPWR) 0.1 $247k +2% 226.00 1093.35
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Haleon Spon Ads (HLN) 0.1 $244k +77% 24k 10.01
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American Intl Group Com New (AIG) 0.1 $243k +5% 3.2k 75.25
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Bristol Myers Squibb (BMY) 0.1 $242k NEW 4.0k 60.65
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Hubspot (HUBS) 0.1 $240k -2% 985.00 244.10
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Kla Corp Com New (KLAC) 0.1 $238k -6% 161.00 1475.72
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Cigna Corp (CI) 0.1 $237k 888.00 266.75
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Palo Alto Networks (PANW) 0.1 $233k NEW 1.5k 160.32
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Relx Sponsored Adr (RELX) 0.1 $233k NEW 7.0k 33.15
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Uber Technologies (UBER) 0.1 $232k NEW 3.2k 71.93
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Sandisk Corp (SNDK) 0.1 $230k NEW 362.00 635.34
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At&t (T) 0.1 $230k NEW 7.9k 28.99
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MetLife (MET) 0.1 $228k +10% 3.2k 70.72
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Trane Technologies SHS (TT) 0.1 $227k +5% 545.00 416.74
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AutoZone (AZO) 0.1 $226k NEW 67.00 3377.78
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $224k 1.2k 191.83
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.1 $222k NEW 8.1k 27.40
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Chunghwa Telecom Spon Adr New11 (CHT) 0.1 $220k NEW 5.2k 42.24
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Fabrinet SHS (FN) 0.1 $218k -11% 417.00 521.52
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Intuit (INTU) 0.1 $213k +20% 493.00 432.38
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Natwest Group Spons Adr (NWG) 0.1 $212k NEW 14k 14.90
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $211k -4% 1.4k 145.76
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Jbg Smith Properties (JBGS) 0.1 $208k 14k 14.61
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Union Pacific Corporation (UNP) 0.1 $207k NEW 852.00 242.62
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Honeywell International (HON) 0.1 $205k NEW 908.00 226.03
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Barclays Adr (BCS) 0.1 $205k NEW 9.7k 21.16
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Infosys Sponsored Adr (INFY) 0.0 $188k -17% 14k 13.51
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Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $183k +14% 16k 11.27
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $129k 14k 8.98
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Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) 0.0 $120k NEW 10k 11.44
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Aegon Amer Reg 1 Cert (AEG) 0.0 $117k NEW 16k 7.26
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Nokia Corp Sponsored Adr (NOK) 0.0 $87k NEW 11k 8.04
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Medicus Pharma (MDCX) 0.0 $23k +42% 51k 0.46
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Past Filings by May Hill Capital

SEC 13F filings are viewable for May Hill Capital going back to 2025